CCR Named to the 2019 Edition of the Financial Times 401 Top Retirement Advisers
We are proud to be named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US.
October 2019 Market Outlook IV: Investing in the Cannabis Industry
Learn more about investing in the cannabis market in part 4 to our October 2019 Market Outlook.
October 2019 Market Outlook III: Interest Rate Outlook
Learn more about interest rates in part 3 to our October 2019 Market Outlook
October 2019 Market Outlook II: Active vs. Passive Investments
Learn more about active vs passive investments in Part 2 of the October 2019 market outlook.
October 2019 Market Outlook I: Market Outlook/Commodities
Learn more about commodities in the Intro to our October 2019 Market Outlook
October 2019 Market Outlook Summary
A brief outlook into the October 2019 market outlook before a more detailed version is published.
Cybersecurity and Identity Theft
Learn what you need to be doing to safeguard yourself against Cybersecurity and Identity Theft.
CCR Group Health & Life Insurance Process
Our five-step process: We provide the framework and the solutions to help you select flexible, cost effective group health and life plans that provide the best possible coverage.
CCR Corporate Retirement Plan Process
Through a seven-step process, we work with you to define, analyze, meet and monitor your firm’s retirement plan goals.
What is a Dental Service Organization (DSO)?
Advisor Rich Moore asks Emily Tetreault of Rosen & Associates questions on what DSO’s are and its advantages and disadvantages.
Environmental, Social, and Corporate Governance
What is ESG investing?
Corporate Bond Market
The corporate bond market has gotten riskier. Why? What should we do in our portfolio?
US-China Dispute: Tariffs
How do the tariffs impact consumers and the equity markets?
Interest Rates
How do the markets react to Fed decisions? Should we expect an interest rate cut soon?
July 2019 Market Outlook Summary
Watch a summary video of our current market outlook now!
July 2019 Market Outlook
We seem to be significantly in the minority in our views that an interest rate cut at the end of this month is not justified and is potentially detrimental.
What’s New with CCR 2019
We hope you enjoy this video update on our firm. Thank you for your continued trust and support.
Habitat for Humanity – Operation Playhouse
CCR participated in Habitat for Humanity’s Operation Playhouse, a program that benefits local veterans and military families and their children.
Financial Planning & Wellness
Advisor and Certified Financial Planner Andrew Bonetti discusses the basic steps you should take in planning for your future.
March for Babies 2019
Each year CCR raises money and participates in the local March of Dimes March for Babies walk in Worcester, MA.
April 2019 Market Outlook
Take a look into the current state of the market with our April 2019 Market Outlook.
March/April 2019 Outlook Recap
Watch a 4 minute recap of last month’s market outlook and a brief introduction to topics that will be discussed in our outlook!
March 2019 Market Outlook
Take a look into the current state of the market with our March 2019 Market Outlook.
Three Retirement Focus Points
Joe Montana discusses three focus points to assist plan participants in making the most out of their 401k retirement plan.
Keys to Managing Student Loans
A growing concern for many clients, here are a few keys to understanding student loans and how to effectively manage them.